
Loan Portfolio Manager
5 days ago
Role Overview:
The successful candidate will be responsible for managing the administrative tasks associated with loan servicing.
Key Responsibilities:
- Documentation Review: Accurately review commercial loan documentation to ensure all necessary information is captured and entered into the ACBS system.
- Loan Structure Interpretation: Understand and interpret complex loan structures and documentation, including large syndicated transactions.
- Data Translation: Translate key terms from commercial loan documentation into the ACBS system of record.
- Client Communication: Serve as primary point of contact for clients on all servicing related activity for the bank's direct/bilateral/syndicated loan portfolio.
- System Administration: Monitor and perform ACBS system input for timely administration of rate options, borrowing base adjustments, and facility utilization changes.
- Portfolio Management: Work directly with agent banks to balance and resolve any issues within the portfolio.
- Research and Analysis: Perform daily research and maintenance requests from lending officers and clients, analyzing loan documentation as needed.
- Reconciliation: Review and balance daily reconciliation reports for general ledger activity tied to loan servicing.
- Client Inquiries: Respond to client inquiries around loan balance, rate information, and loan statement questions.
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